What Integrated Trust Systems does

Integrated Trust Systems (ITS) is a Scottsdale, Arizona-based, founder-owned estate planning firm founded in 1985 by Gary A. Loftsgard that delivers digitized, Nevada-sitused estate planning solutions to individual clients, financial advisors, and estate planning attorneys across all 50 U.S. states. The company operates through ITS Alliance Partners LLC, an Arizona LLC, and has placed over 10,000 fully-digitized estate plan files nationwide since inception. Its service is built around a multi-disciplinary network model in which licensed financial advisors and attorneys-of-record coordinate client estate plans through the ITS platform.

The core product is the eStatePlan™ / Dynamic Trust Portfolio, a web-based estate planning platform fronted by a secure Client Console with 24/7 access. Underlying technology includes Turbo SSL-encrypted cloud storage on a DBMS/SQL architecture, ESIGN-compliant electronic signature modules, the proprietary Quick Funding Method (QFM) for assigning assets to a trust without retitling, and the Inter-Networking Service Protocol (INSP) that links the advisor–attorney network. Platform modules include the Dynamic Trust Portfolio document set (Revocable Living Trust, Certificate of Trust, Financial Power of Attorney, Pour-over Will, Advance Medical Directive), E-Vault Center, NotePad Messaging Center, PostScript Page, Share Console Portal, optional two-factor authentication, and an Attorney General Login for regulatory oversight. Security posture is supported by PCI DSS compliance and recurring JURINNOV penetration testing, with ITS metrics ranking in the top 3% of JURINNOV corporate clients.

Revenue is generated through a one-time purchase of the eStatePlan™ document set bundled with a 90-day provisional My LifeCard Plan® (MLCP) membership, followed by an annual auto-pay subscription required for continued Client Console access, unlimited modifications, and Client Management Services support. Secondary packages (Will & Financial POA, Health Care Document Set) and case-by-case advanced plans (Charitable Remainder Trusts, ILITs, FLPs) are sold separately. Go-to-market combines direct-to-consumer online registration with a nationwide channel network of registered licensed financial advisors and estate planning attorneys, the latter serving as counsel-of-record on Nevada-sitused plans. Marketing relies primarily on professional referrals, website content, testimonials, and BBB accreditation rather than paid advertising.

Name

Integrated Trust Systems

Legal name

ITS Alliance Partners LLC

Website

https://integratedtrustsystems.com

Company type

Private

Founded year

1985

Operating status

Operating

Headcount range

1–10 employees

Short description

Integrated Trust Systems is a Scottsdale-based, founder-owned estate planning firm that delivers digitized, Nevada-sitused trust, will, and medical directive services through its proprietary eStatePlan™ platform to individuals, financial advisors, and attorneys nationwide.

Ownership category

akta.pro rank

Product category

Estate Planning Software

NAICS

Trusts, Estates, and Agency Accounts (52592), Trust, Fiduciary, and Custody Activities (523991)

SIC

Services-Legal Services (8111)

akta.pro primary industry

Estate Planning & Trust Structuring Advisory (FSAEAKAC)

akta.pro secondary industries

Estate Planning, Trust Structuring & Governance (FSAAADAF), Personal & Family Trust Services (FSAAANAA), Trust Administration & Fiduciary Accounting Services (FSAAANAF)

Keywords

• Estate planning services
• Revocable living trust
• Digital estate planning
• Trust funding services
• Estate document management

Headquarters

HQ city

Scottsdale

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. The eStatePlan™ Purchase: One-time purchase of the eStatePlan estate planning document set and platform access. Includes 90-day provisional My LifeCard Plan membership upon initial purchase.
2. My LifeCard Plan (MLCP) Membership Subscription: Annual auto-pay membership subscription required to maintain access to Client Console modules/dynamics and qualify for unlimited Client Management Services (CMS) support. Provides free and unlimited document changes, access to all platform features including NotePad Messaging, E-Vault, PostScript, and medical directive modifications.
3. Secondary Packages: Additional estate planning packages including Will & Financial POA Package and Health Care Document Set available for separate purchase.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

Integrated Trust Systems delivers fully digitized estate planning through The eStatePlan™ platform, bundling a Revocable Living Trust, Pour-over Will, Financial Power of Attorney, Advance Medical Directive, Certificate of Trust, and a proprietary Funding Kit (Quick Funding Method) into a 24/7 online Client Console. Services are provided under Nevada trust law and are delivered both directly to consumer clients and through a nationwide network of licensed financial advisors and estate-planning attorneys; annual My LifeCard Plan (MLCP) membership subscriptions monetize ongoing access, unlimited document modifications, and Client Management Services support.

Product overview

Integrated Trust Systems offers The eStatePlan™ platform—a comprehensive, fully digitized estate planning system available online 24/7. The core product is The eStatePlan™ / Dynamic Trust Portfolio, which bundles Revocable Living Trust, Certificate of Trust, Custom Trust Directives, Financial Power of Attorney, Pour-over Will, Advance Medical Directive, eStatePlan Funding Kit, and Console management tools (NotePad Center, E-Vault Center, PostScript Page, Share Console Portal) into a unified Client Console experience. Secondary packages include the standalone Will & Financial POA Package (for clients without a Revocable Living Trust) and the Health Care Document Set. A My LifeCard Plan® (MLCP) membership subscription is required post-purchase for continued Console access and support services.

Differentiator

Problem solved

Functional benefit

Brands

• The eStatePlan: Digital estate planning platform with Dynamic Trust Portfolio capabilities offered through the Integrated Trust Systems service platform.

Products and services

• The eStatePlan™ / Dynamic Trust Portfolio The company's flagship online estate planning product—a comprehensive set of digitized estate planning documents (Revocable Living Trust, Certificate of Trust, Financial Power of Attorney, Pour-over Will, Advance Medical Directive, eStatePlan Funding Kit, and supporting client management tools) accessible 24/7 through the Client Console and supported by Client Management Services. Sold to individuals and families, with delivery also facilitated through the registered financial advisor and attorney network.
• My LifeCard Plan (MLCP) Membership Annual auto-pay membership subscription required after the initial 90-day provisional membership for continued Client Console access, unlimited document changes, Client Management Services (CMS) support, NotePad Messaging, E-Vault and PostScript access, and medical directive modifications. Includes the MLCP Medical Card providing attending physicians 24/7 online pass-code access to the member's Advance Medical Directive.
• Will & Financial POA Package A stand-alone secondary package featuring the Last Will & Testament and Durable Power of Attorney Over Assets together with an Advance Medical Directive, intended for clients without a Revocable Living Trust. Available as a separate one-time purchase with documents functioning independently of the Dynamic Trust Portfolio.
• Health Care Document Set A stand-alone secondary package featuring the Advance Medical Directive (AMD) together with supplementary documents including a Health Care Power of Attorney, Living Will, and HIPAA Medical Privacy Statement. Sold separately as a one-time package without a Revocable Living Trust.

Quantifiable outcome

• Over 10,000 fully-digitized estate plan files placed nationwide with successful estate settlements
• +2 more outcomes

Named customers9 records

Segments5 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature8 records

Partnerships

One partnership is on record.

• JURINNOVcoreTechnology or IntegrationJURINNOV provides cybersecurity penetration, vulnerability, and data-breach response testing services. Services were conducted over several consecutive months and provided proactive approaches to protecting cloud-based information. Post-test tracking reports created recommended solutions which were monitored in conclusive tests. ITS security metrics ranked in the top 3% of all JURINNOV corporate clients.

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Wealth.com: Estate planning platform purpose-built for financial advisors, enabling them to deliver and manage client estate plans through a digital portal. Closely mirrors ITS's advisor-network distribution model and console-based workflow.
• Trust & Will: Direct competitor offering online, fully-digitized estate planning documents including revocable living trusts, wills, and healthcare directives. Targets the same consumer and financial-advisor segments as ITS via a web platform with a modern consumer UX.
• Everplans: Digital estate planning platform providing secure online storage and organization for end-of-life documents, directives, and legacy information. Closely comparable technology-product positioning to ITS's Client Console and E-Vault modules.

Broad incumbents

• LegalZoom: Large, public-internet-era legal document and services provider offering wills, living trusts, POAs, and healthcare directives as part of a broad legal product portfolio. Direct overlap with ITS on individual consumer estate planning purchases.
• Rocket Lawyer: Subscription-based online legal services platform providing estate planning documents (wills, living trusts, POAs, healthcare directives) alongside broader legal services. Comparable consumer/SMB subscription model and document-set breadth.
• Nolo: Long-standing legal information and do-it-yourself document publisher offering wills, living trusts, and estate planning forms as part of a broad consumer legal self-help catalog. Comparable DIY estate planning product offering for individuals and families.

Emerging players

• FreeWill: Nonprofit online will and estate planning platform that generates basic wills and charitable gift instruments for free, often through employer and financial institution partnerships. Overlaps with ITS on consumer will creation and advisor-channel distribution (B2B2C).
• Vanilla: Estate planning technology for RIAs and wealth management firms that combines document automation, CRM, and advisor workflows. Comparable to ITS on the B2B2C distribution model through registered financial advisors.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks1 record

Customer concentration

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Integrated Trust Systems